[PCP 30] Introduction of Restricted cbBTC market (to be used for ILMs)

TL;DR - Seamless core contributors propose the introduction of a restricted cbBTC market to be used for new ILM strategies. This would enable the creation of long cbBTC ILM strategies.

Background/Context:

Aligning with Seamless Protocol’s vision and mission to deliver a seamless DeFi experience, there has been a sharpened focus on developing more Integrated Liquidity Markets (ILMs). Following the successful rollout of the custom wstETH market , custom WETH market, custom rUSDC and the launch of multiple ILM strategies, core contributors are now proposing the introduction of an isolated cbBTC market. This market will facilitate the creation of new strategies utilizing cbBTC as a collateral asset.

The aim of introducing this market is to ensure that cbBTC collateralized in ILM strategies cannot be borrowed further (i.e.: no rehypothecation). This setup ensures that strategies consistently maintain available collateral for withdrawals and debt repayment, thereby safeguarding against potential liquidation risks during rebalancing.

Here are the proposed specifications for the restricted cbBTC market:

  • Supply cap: 200
  • LTV: 73%
  • LT: 78%
  • Liquidation Bonus: 10%
  • Isolation Mode: no
  • Borrowable: no
  • Flashloanable: no
  • Collateral Enabled: yes

Resources/References:

ILM Github - GitHub - seamless-protocol/ilm: integrated liquidity market

ILM specs - ilm/SPECS.md at main · seamless-protocol/ilm · GitHub

How the permissioned cbBTC would work - ilm/src/tokens/WrappedERC20PermissionedDeposit.sol at main · seamless-protocol/ilm · GitHub

3 Likes

Very much in support of this cbBTC ILM especially given BTC’s recent run up. I think this is a great buildout of the ILM product to expand the shelf outside of ETH/ETH correlated options

1 Like

Support this - ILMs are seeing organic pickup right now and a leverage bitcoin one would certainly be in demand in these current market dynamics.

Additionally, with fast track in discussion in parallel [GP] Addressing Urgency: Unveiling the Fast-Track Procedure 2.0 - #2 by Guz_MassAdopt
it seems this can be one of the first proposals to go through a fast tracking.

Great idea! Introducing leverage for cbBTC market will definitely help for ILM strategies. <3

Fully support this

I support this - can we clarify which ILMs will be launched, are there multiple ones?